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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
1501
Lincoln National Corp
Pennsylvania
$371K +$29.4K +183 +9%
CBT
1502
Central Bank & Trust
Kentucky
$371K +$57.4K +357 +18%
HI
1503
Hendershot Investments
Virginia
$370K – – –
ODCM
1504
Old Dominion Capital Management
Virginia
$368K – – –
NCM
1505
Novare Capital Management
North Carolina
$367K +$13.7K +85 +4%
SAM
1506
Security Asset Management
New York
$366K – – –
NAM
1507
Needelman Asset Management
California
$365K -$6.75K -42 -2%
MFBTD
1508
MB Financial Bank - Trust Department
Illinois
$362K -$4.34K -27 -1%
SIA
1509
Sit Investment Associates
Minnesota
$362K – – –
GT
1510
Greenleaf Trust
Michigan
$361K -$9.59M -59,669 -96%
FRM
1511
Foundation Resource Management
Arkansas
$361K – – –
AEPG
1512
American Economic Planning Group
New Jersey
$358K -$11.1K -69 -3%
CA
1513
Capital Advantage
California
$356K -$30.2K -188 -8%
CWM
1514
Confluence Wealth Management
Oregon
$354K +$161 +1 +0%
EDRE
1515
Edmond de Rothschild (Europe)
Luxembourg
$354K +$366K +2,279 New
SIA
1516
Starfire Investment Advisers
Michigan
$354K – – –
SFM
1517
Signet Financial Management
New Jersey
$351K -$72.3K -450 -17%
TSS
1518
Thomas Story & Son
Indiana
$351K – – –
CL
1519
Croft-Leominster
Maryland
$349K – – –
SFWA
1520
Summit Financial Wealth Advisors
Louisiana
$348K +$2.57K +16 +0.7%
PG
1521
Patten Group
Tennessee
$348K -$10.4K -65 -3%
CG
1522
Colony Group
Massachusetts
$347K +$50.6K +315 +16%
FC
1523
Fayerweather Charles
$346K – – –
RPA
1524
Rock Point Advisors
Vermont
$345K -$40.5K -252 -10%
GMA
1525
Goldstein Munger & Associates
California
$344K +$356K +2,213 New
59 60
61
62 63